Trust Company of Vermont

Keene, New Hampshire

Call (603) 352-6573 Visit website →

About

Trust Company of Vermont is an independent, employee-owned fiduciary RIA offering investment management, trust administration, estate planning, and retirement planning services to individuals, families, and institutions in Vermont and New Hampshire. The firm manages portfolios using direct security ownership and modern portfolio theory, overseen by an in-house Trust Investment Committee of ten professionals. Its advisors integrate investment management with tax and estate planning expertise to align portfolios with client objectives and generational wealth transfer goals. The firm is located in Keene, New Hampshire.

Specialties

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8:30AM-4:30PM, Friday: 8:30AM-4:30PM, Saturday: Closed
SEC registered
No
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